Clear Perspective Advisors’s Exelon EXC Stock Holding History

Clear Perspective Advisors’s Portfolio EXC Stock Details EXC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q2	–	Sell	-12,401	Closed	-$326K	–	123
2020 Q1	$326K	Sell	12,401 -5,194	-30%	-$163K	0.22%	82
2019 Q4	$572K	Buy	+17,595	New	+$570K	0.35%	67
2018 Q3	–	Sell	-5,210	Closed	-$158K	–	234
2018 Q2	$158K	Sell	5,210 -136	-3%	-$3.89K	0.11%	158
2018 Q1	$149K	Sell	5,346 -1,386	-21%	-$37.4K	0.11%	156
2017 Q4	$189K	Buy	6,732 +1	+0%	+$29	0.14%	136
2017 Q3	$181K	Buy	6,731 +341	+5%	+$9.12K	0.15%	137
2017 Q2	$164K	Buy	6,390 +1,050	+20%	+$26.7K	0.14%	132
2017 Q1	$137K	Hold	5,340	–	–	0.09%	144
2016 Q4	$135K	Buy	+5,340	New	+$127K	0.09%	146

Other funds holding EXC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Clear Perspective Advisors's EXC Position: Q2 2020 in Review

Clear Perspective Advisors sold out of Exelon (EXC) in Q2 2020, closing a stake of 12,401 shares — an estimated $326K sold.

Clear Perspective Advisors first reported a position in EXC in Q4 2016 and held it in 9 quarters. The position peaked at $572K in Q4 2019. 877 funds tracked by Wall St. Rank hold EXC as of Q2 2020.

Clear Perspective Advisors reported no remaining Exelon position as of Q2 2020 after selling out during the quarter.
Clear Perspective Advisors sold 12,401 Exelon shares in Q2 2020, an estimated $326K.
Clear Perspective Advisors first reported a position in Exelon in Q4 2016 and held it in 9 quarters.
Clear Perspective Advisors's Exelon position peaked at $572K in Q4 2019.
877 funds tracked by Wall St. Rank held Exelon as of Q2 2020.

Based on Clear Perspective Advisors's 13F filing for Q2 2020, filed 14 Aug 2020.